+10,266.7%
RTX vs WEC
+3,978.4%
+6,288.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.4% |
| 7D | -5.2% | -0.3% | -4.9% | -5.1% |
| 30D | -9.4% | -1.3% | -8.1% | -8.9% |
| 3M | +12.3% | -3.9% | +16.2% | +13.9% |
| 6M | -3.1% | -8.3% | +5.2% | 0.0% |
| YTD | +10.7% | +3.1% | +7.6% | +9.1% |
| 1Y | +28.4% | +1.9% | +26.5% | +27.0% |
| 3Y | +147.1% | +41.9% | +105.1% | +112.5% |
| 5Y | +167.2% | +30.8% | +136.5% | +134.5% |
| 10Y | +274.7% | +141.9% | +132.8% | +147.6% |
| All | +10,266.7% | +3,978.4% | +6,288.3% | +2,417.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling